Knowledge for ERP decision-makers
Check questions and decision rules from Odoo projects
Each article describes a situation from day-to-day operations, shows the decision behind it and ends with a check question for your own business.
ERP rollout and operations
Mapping current processes without rebuilding them in the new system
How to document workflows, spot detours and what belongs in a specification so developers and business mean the same thing.
5 min readMoving accounting to Odoo: SKR04 mapping, opening balance, balance reconciliation
How the old chart of accounts is mapped cleanly, and why opening balance and asset register come before the first month-end close.
8 min readChecking vendor bills and paying them in one SEPA batch
Spot typical discrepancies such as VAT ID, reverse charge or missing proof of delivery before the payment run starts.
5 min readApprovals by value limits: the four-eyes principle in the ERP
Who approves from which amount, how framework agreements replace single orders and how approvals avoid slowing purchasing down.
5 min readData import with a human in the loop: staging table and row review
Why data belongs in a staging table first, how rows are reviewed and why cleaning before import saves more than fixing afterwards.
7 min readSPF, DKIM and DMARC: why your mails arrive or end up in spam
What the three records do, how to check them and why mails sent from the ERP need the same rules as your mailbox.
6 min readE-invoicing
Understanding the E-Bilanz: what accounting must supply first
What the E-Bilanz is, why taxonomy and account mapping decide everything, and which steps come before submission.
5 min readZUGFeRD or XRechnung: who needs which format
How the two formats differ, when a recipient requires one of them and how to produce both from the ERP.
4 min readReporting / data silos
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